The Tax Cuts and Jobs Act (TCJA) of 2017 introduced some of the most transformative updates to the U.S. tax code in recent memory. Designed to stimulate economic growth and provide tax relief for businesses and individuals, the TCJA made sweeping changes that significantly impacted high-net-worth investors. However, these changes were not permanent, and several...Read More

We are pleased to announce that our Chief Investment Officer and CEO, Steven M. Rogé, successfully completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC. Held on May 9-10, 2024, this exclusive workshop brought together members of Ed Slott’s Elite IRA Advisor GroupSM to delve into the latest strategies for...Read More

Retirement is a milestone many of us eagerly anticipate, filled with visions of leisure, freedom, and exciting new adventures. However, transitioning into this next chapter of life requires thoughtful and intentional planning to ensure a smooth and fulfilling experience. Whether your dream is to travel the world, spend quality time with family, or simply savor...Read More